What public Form 5500 filings show about the Optima Millwork and Stone Inc. 401(k) plan — and how to find and check your own account.
Optima Millwork and Stone Inc. (EIN 85-2414707) reports OPTIMA MILLWORK AND STONE INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Optima Millwork and Stone Inc. filing — schedules, fees, and providers.
Optima Millwork and Stone Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Optima Millwork and Stone Inc.HR for the recordkeeper’s name and login.
